See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,616 | $198,466-89.1% | $170,442-87.3% | $147,584-85.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.89% | 257.29%-231.4pp | 205.93%-180.0pp | 578.55%-552.7pp |
| Employer contribution / active EE | $1,745 | $6,184-71.8% | $5,433-67.9% | $4,876-64.2% |
| Participant deferral / active EE | $2,892 | $5,629-48.6% | $4,939-41.4% | $5,439-46.8% |
| Admin fee / account holder | $338 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |